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Livermore
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MongoDB, Inc.

MDB
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001441816

In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 3 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.

13F holders, Q1 2026

Institutional positions in MongoDB, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
817
−83 vs. Q4 2025
Shares held
71.4M
+8.79M (+14.0%) vs. Q4 2025
Total value
$17.5B
−$8.75B (−33.3%) vs. Q4 2025
New holders
123
340 more added
Sold out
206
245 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 817 institutions
Q1 2021: 468 institutionsQ2 2021: 463 institutionsQ3 2021: 511 institutionsQ4 2021: 561 institutionsQ1 2022: 571 institutionsQ2 2022: 539 institutionsQ3 2022: 509 institutionsQ4 2022: 522 institutionsQ1 2023: 528 institutionsQ2 2023: 663 institutionsQ3 2023: 668 institutionsQ4 2023: 748 institutionsQ1 2024: 737 institutionsQ2 2024: 662 institutionsQ3 2024: 667 institutionsQ4 2024: 713 institutionsQ1 2025: 663 institutionsQ2 2025: 693 institutionsQ3 2025: 778 institutionsQ4 2025: 915 institutionsQ1 2026: 817 institutionsQ2 2026: 875 institutions
Value heldQ1 2026: $17.5B
Q1 2021: $14.2BQ2 2021: $21.1BQ3 2021: $27.9BQ4 2021: $31.7BQ1 2022: $26.8BQ2 2022: $16.0BQ3 2022: $12.3BQ4 2022: $12.2BQ1 2023: $14.8BQ2 2023: $26.1BQ3 2023: $22.3BQ4 2023: $26.4BQ1 2024: $23.5BQ2 2024: $17.0BQ3 2024: $18.2BQ4 2024: $15.3BQ1 2025: $12.1BQ2 2025: $14.5BQ3 2025: $22.7BQ4 2025: $30.5BQ1 2026: $17.5BQ2 2026: $25.0B
Institutions holding MDB and their total value by quarter
QuarterHoldersValue
Q2 2026875$25.0B
Q1 2026817$17.5B
Q4 2025915$30.5B
Q3 2025778$22.7B
Q2 2025693$14.5B
Q1 2025663$12.1B
Q4 2024713$15.3B
Q3 2024667$18.2B
Q2 2024662$17.0B
Q1 2024737$23.5B
Q4 2023748$26.4B
Q3 2023668$22.3B
Q2 2023663$26.1B
Q1 2023528$14.8B
Q4 2022522$12.2B
Q3 2022509$12.3B
Q2 2022539$16.0B
Q1 2022571$26.8B
Q4 2021561$31.7B
Q3 2021511$27.9B
Q2 2021463$21.1B
Q1 2021468$14.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q4 2025.

Institutions holding MDB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CWM Advisors, LLC3,842$940.5K0.05%+3,842New
Wedbush Securities Inc3,715$909.0K0.03%+1,961+111.8%Added
SummitTX Capital, L.P.3,704$906.6K0.03%+1,402+60.9%Added
Private Advisor Group, LLC3,684$901.7K0.00%−7,118−65.9%Reduced
Tokio Marine Asset Management Co Ltd3,672$898.8K0.03%+168+4.8%Added
Jefferies Financial Group Inc.3,595$879.9K0.01%+3,595New
O'Shaughnessy Asset Management, LLC3,532$864.5K0.00%−1,597−31.1%Reduced
Emerald Advisers, LLC3,523$862.3K0.03%00.0%Unchanged
Brandywine Managers, LLC3,521$861.8K0.51%00.0%Unchanged
Chicago Partners Investment Group LLC3,185$858.6K0.02%+884+38.4%Added
The PNC Financial Services Group, Inc.3,492$854.7K0.00%+458+15.1%Added
CIBC World Markets Inc.3,449$844.2K0.00%−45−1.3%Reduced
Leonteq Securities AG3,431$839.8K0.05%+1,561+83.5%Added
M&T Bank Corp3,417$836.5K0.00%−73−2.1%Reduced
Atria Investments LLC3,397$831.5K0.01%+1,853+120.0%Added
Dynamic Technology Lab Private Ltd3,372$825.4K0.14%+3,372New
Van Eck Associates Corp3,359$823.0K0.00%+1,106+49.1%Added
Phoenix Holdings Ltd.3,362$822.9K0.01%−699−17.2%Reduced
Prospera Financial Services Inc3,361$822.6K0.01%+2,823+524.7%Added
Meiji Yasuda Life Insurance Co3,344$818.5K0.03%00.0%Unchanged
Blueshift Asset Management, LLC3,338$817.0K0.25%+3,338New
Aware Super Pty Ltd as trustee of Aware Super3,252$796.0K0.01%+3,252New
Holocene Advisors, LP3,229$790.4K0.00%+3,229New
Perigon Wealth Management, LLC3,186$779.7K0.01%+389+13.9%Added
CAPROCK Group, Inc.3,184$779.6K0.02%+456+16.7%Added
IFP Advisors, Inc3,156$772.5K0.02%+1,484+88.8%Added
QVT Financial LP3,142$769.1K0.06%−63−2.0%Reduced
TD Private Client Wealth LLC3,109$761.0K0.02%−97−3.0%Reduced
Capital Group Investment Management Pte. Ltd.3,049$746.3K0.13%00.0%Unchanged
Inscription Capital, LLC3,047$745.8K0.08%+90+3.0%Added
Plato Investment Management Ltd3,035$743.3K0.05%+196+6.9%Added
Western Financial Corp3,011$737.0K0.29%+3,011New
Saudi Central Bank3,004$735.3K0.02%+3,004New
Everence Capital Management Inc2,987$731.0K0.04%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC2,980$729.9K0.00%+887+42.4%Added
Keybank National Association2,967$726.2K0.00%−17−0.6%Reduced
Farther Finance Advisors, LLC2,891$721.0K0.01%+1,172+68.2%Added
Xcel Wealth Management, LLC2,945$720.8K0.20%−1,600−35.2%Reduced
Banque Transatlantique SA2,913$713.0K0.02%+2,913New
Vident Advisory, LLC2,909$712.0K0.01%+446+18.1%Added
Krilogy Financial LLC2,816$707.2K0.02%+377+15.5%Added
Mount Yale Investment Advisors, LLC2,809$687.6K0.02%+2,809New
Prudential PLC2,776$679.5K0.01%+1,272+84.6%Added
Qtron Investments LLC2,762$676.1K0.09%+2+0.1%Added
Lighthouse Investment Partners, LLC2,759$675.3K0.03%+2,058+293.6%Added
Bull Harbor Capital LLC2,753$673.9K0.18%+2,753New
E. Ohman J:or Asset Management AB2,739$670.4K0.02%00.0%Unchanged
SC US (TTGP), Ltd.2,706$662.3K0.01%+2,706New
Steel Peak Wealth Management LLC2,667$652.7K0.02%+2,667New
Benjamin Edwards Inc2,654$649.6K0.01%−102−3.7%Reduced
Northwest & Ethical Investments L.P.2,538$647.2K0.01%−312−10.9%Reduced
Janney Montgomery Scott LLC2,560$627.0K0.00%+1,605+168.1%Added
Palacios Wealth Management, LLC2,465$618.3K0.39%−298−10.8%Reduced
LBMC Investment Advisors, LLC2,500$611.9K0.04%00.0%Unchanged
Shay Capital LLC2,500$611.9K0.09%+1,450+138.1%Added
Snowden Capital Advisors LLC2,493$610.2K0.02%+281+12.7%Added
Twin Tree Management, LP2,489$609.2K0.13%−6,209−71.4%Reduced
Independent Financial Group, LLC2,475$605.8K0.01%−626−20.2%Reduced
Gotham Asset Management, LLC2,391$585.2K0.00%−695−22.5%Reduced
Sivia Capital Partners, LLC2,386$584.0K0.11%+211+9.7%Added
Warren Averett Asset Management, LLC2,378$582.1K0.00%+1,031+76.5%Added
Nisa Investment Advisors, LLC2,376$581.6K0.00%−1,958−45.2%Reduced
Centaurus Financial, Inc.2,319$568.0K0.03%+202+9.5%Added
Capstone Investment Advisors, LLC2,310$565.4K0.00%+714+44.7%Added
Natixis2,289$560.3K0.00%+696+43.7%Added
Principal Financial Group Inc2,279$557.8K0.00%−7,621−77.0%Reduced
North Dakota State Investment Board2,279$557.8K0.02%−500−18.0%Reduced
Allworth Financial LP2,257$552.5K0.00%+603+36.5%Added
Shelton Wealth Management, LLC2,240$548.3K0.24%+2,240New
Lombard Odier Asset Management (Switzerland) SA2,225$544.6K0.02%+2,225New
Commerce Bank2,221$543.6K0.00%+38+1.7%Added
Intellectus Partners, LLC2,219$543.1K0.11%−550−19.9%Reduced
Intech Investment Management LLC2,184$534.6K0.01%−1,338−38.0%Reduced
Kera Capital Partners, Inc.2,178$533.1K0.07%+337+18.3%Added
SBI Securities Co., Ltd.2,151$526.5K0.01%−849−28.3%Reduced
RSM US Wealth Management LLC2,144$524.9K0.01%+58+2.8%Added
Cresset Asset Management, LLC2,118$518.4K0.00%+227+12.0%Added
Kentucky Retirement Systems Insurance Trust Fund2,075$507.9K0.03%00.0%Unchanged
Metis Global Partners, LLC2,071$506.9K0.01%−92−4.3%Reduced
Perpetual Ltd2,059$504.0K0.01%+145+7.6%Added
Pine Valley Investments Ltd Liability Co2,058$503.7K0.02%+51+2.5%Added
Waddell & Associates, LLC2,040$499.3K0.03%+1,012+98.4%Added
StepStone Group LP2,030$496.9K0.24%+2,030New
Mission Wealth Management, LP2,028$496.3K0.01%+89+4.6%Added
NorthCrest Asset Manangement, LLC1,948$493.1K0.02%+836+75.2%Added
MYDA Advisors LLC2,000$489.5K0.12%−10,000−83.3%Reduced
HB Wealth Management, LLC1,985$485.9K0.00%+865+77.2%Added
Aft, Forsyth & Company, Inc.1,965$481.0K0.23%00.0%Unchanged
F/M Investments LLC1,963$480.5K0.03%+804+69.4%Added
Aaron Wealth Advisors1,962$480.2K0.03%+351+21.8%Added
Gsa Capital Partners LLP1,956$479.0K0.03%−327−14.3%Reduced
Colonial River Wealth Management, LLC1,938$474.4K0.17%+694+55.8%Added
D.A. Davidson & Co.1,928$471.9K0.00%+571+42.1%Added
Ronald Blue Trust, Inc.1,922$470.4K0.01%+100+5.5%Added
Sequoia Financial Advisors, LLC1,909$467.2K0.00%−5−0.3%Reduced
Essential Partners LLC1,901$465.3K0.16%−212−10.0%Reduced
Polymer Capital Management (US) LLC1,899$464.8K0.07%+1,899New
Catalytic Wealth RIA, LLC1,890$462.6K0.02%+83+4.6%Added
STRS Ohio1,886$461.6K0.00%−14,803−88.7%Reduced
Evolve Private Wealth, LLC1,852$453.3K0.02%+445+31.6%Added